The OLMInvestorHub Application

About Company

Open letter marketing is a direct mail marketing firm that provides direct mail services to potential real estate clients.

Services offered

Portal development, marketing automation,and 3rd party API integration.

Duration

2.5 years

Location

Massachusetts, USA

Industry Type

Real Estate

Client Requirements

  • A unified dashboard that is simple to use for importing, filtering, sorting, and managing potential real estate leads.

  • A marketing automation application that allows you to construct marketing batches based on multiple parameters and plan marketing operations.

  • A marketing fulfilment module that allows postal mailings to be delivered to leads depending on marketing campaigns.

  • Quick import and export capabilities allow leads to be rapidly imported and exported.

Our Solution

We built a bespoke interface that allowed customers to import and segment their lists. Customers may quickly build and execute marketing programs.

Portal Features

User profile and Import Function

  • User login, logout, forgotten password, and profile editing.
  • Customers can easily import their list using this section. They can select a CSV/Excel file, map the columns to existing fields in the system, select list type, select list category, and create a list. The importing operation is performed in background and each address is corrected using address verification API from smarty-streets. Vacancy check and super list tags are also applied to the records automatically.

Leads

  • Active Leads: This section displays all of the active leads. The user has the ability to add, amend, and remove leads. They can also filter leads using smart criteria such as and/or/exists/not-in/in. They can store their search criteria and use previously saved searches. They may fulfil their leads and also add them to marketing batches. They have the ability to shift leads to the removed leads area as well as adding tags to leads. They may also see the specifics of a lead by clicking on it.
  • Removed Leads:The only difference between this section and active leads is the lead status. Only the removed leads are shown here, and no marketing activity may be performed on these leads.
  • Lead Details: The leads' information is presented here. This page displays fields such as property address, postal address, tags, marketing status, marketing history, and vacancy check status.

Marketing

  • Campaigns: This component allows users to manage marketing campaigns. They can include many rounds and multiple batches within each round. Each batch might contain many marketing activities. Cold calling, direct mail, email, internet marketing, RVM, and SMS are all types of available marketing activity.
  • Fulfilment: The user can utilize this part to complete their marketing operations. They may choose marketing activities, fulfilment types, and place orders using the Stipe payment system. Direct mail, undeliverable data, skip tracing, fresh leads, and DND/Litigators are all types of available fulfilment.

History

  • Import:This section displays all of the imports performed by the user. Date, import name, list type, lead type, total records, total imported records, and skipped records are among the fields presented.
  • Export: This part displays all of the exports performed by the user. Date, export name, export reason, marketing activity, and total records are all presented.
  • Fulfilment: This part displays all of the user's fulfilment operations. This area displays information such as order date, fulfilment type, product name, total records, cost, and the last four digits of the credit card. The user may also view the specifics of their order.

Settings

  • Lead Lists: This area allows the user to add, update, and remove lead list kinds.
  • Tags: This area allows the user to create, update, and delete tags.
  • Custom Fields: This part allows the user to manage custom fields. Depending on their plan, they can add up to 25 custom fields. They can have date, text, and numeric fields.
  • Custom Header Names: This feature allows users to create custom header names. They can utilize frequent header names in their list, allowing the system to automatically translate CSV fields to headers during the import process.
  • Return Address: This area allows users to manage their return addresses. They have the ability to add agent names, addresses, and lead list kinds. These addresses are utilized in the sections on lead list import and fulfilment.
  • Phone Numbers: This area allows users to manage their phone numbers. They have the ability to add phone numbers and lead list kinds. These numbers are utilized in the sections on lead list import and fulfilment.

Custom API Development

Custom API development for client data CRUD from Salesforce.

Custom API development for mobile apps.

Custom API development for user stats.

Technology Stack

Front-end

HTML, CSS, Bootstrap,
and Datatables.

Back-end

Laravel, and,
MySql.

Server/Cloud

AWS EC2, and,
AWS RDS.

3rd party APIs

Smarty-streets, WP Rest
API, and Stripe.

Highlights

Hundreds of users.

Millions of leads imported.

$1000000+ fulfilment orders placed.

Achievements

On the platform, there are hundreds of users. The customized portal is simple to use for the users. Users can add new leads fast, manage their marketing operations, and make fulfilment orders.

Testimonials and Ratings

Team DCI is very responsible and dependable. DCI is the partner we can rely on.

Justin Silverio

Founder, Open Letter Marketing

QUALITY

Massachusetts, USA

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